Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,539 institutions that hold shares in the stock, with a total of 1.34 Billion shares, which have been reported (via 13F filing form) to have a value of $210 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
55,968
shares
|
$8.81 Million
0.11% of portfolio
|
Q2 2025
Added 29.41%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
55,965
shares
|
$8.81 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
55,778
shares
|
$8.78 Million
1.31% of portfolio
|
Q2 2025
Added 10.95%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
55,455
shares
|
$8.73 Million
0.05% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
55,392
shares
|
$8.72 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
55,388
shares
|
$8.72 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
55,347
shares
|
$8.71 Million
0.8% of portfolio
|
Q4 2022
Reduced 0.11%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
54,724
shares
|
$8.61 Million
1.21% of portfolio
|
Q2 2025
Added 48328.32%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
54,685
shares
|
$8.61 Million
0.16% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
54,032
shares
|
$8.51 Million
1.24% of portfolio
|
Q2 2025
New holding
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
53,977
shares
|
$8.5 Million
2.09% of portfolio
|
Q2 2025
New holding
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
53,887
shares
|
$8.48 Million
0.01% of portfolio
|
Q4 2023
Reduced 74.23%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
53,503
shares
|
$8.42 Million
0.3% of portfolio
|
Q2 2022
Added 10.17%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
53,247
shares
|
$8.38 Million
0.49% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
53,112
shares
|
$8.36 Million
1.84% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Aug 08, 2025 Q2 2025 |
52,972
shares
|
$8.34 Million
1.93% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Capital International Sarl
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
52,837
shares
|
$8.32 Million
0.15% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
52,825
shares
|
$8.32 Million
4.04% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2025 Q2 2025 |
52,820
shares
|
$8.31 Million
0.39% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jul 29, 2025 Q2 2025 |
52,228
shares
|
$8.22 Million
2.05% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
51,317
shares
|
$8.08 Million
0.27% of portfolio
|
Q2 2022
Added 12.28%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
51,155
shares
|
$8.05 Million
0.1% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Nat West Group PLC
|
Jul 31, 2025 Q2 2025 |
50,326
shares
|
$7.92 Million
2.1% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
50,168
shares
|
$7.9 Million
0.18% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
50,062
shares
|
$7.88 Million
0.03% of portfolio
|
Q2 2025
Reduced 58.29%
|